Set a Default Preferred Location for New Inventory Items via Lists > Accounting > Items > New

Users are unable to assign a default value in the Preferred Location field under the Inventory tab during customization of an Item Entry Form

1. Create Workflow to change values

o         Customization > Workflow > Workflows > New

o         Provide value in the Name field

o         Set Record Type = Item

o         Set Sub Types = Inventory Part (user can select the appropriate sub-type)

o         Set Execute as Admin = T

o         Set Release Status = Released/Testing

o         Set Initiation >

1.       On Create = T

2.       On Update = T

o         Trigger Type = Before Record Load

o         Click on Save

 

2.       Create State

o        Click on the New State button

o        Provide value in the Name field

o        Hit Save

 

3.     Create Action

o         Click on the State created

o         Click on New Action

o         Click on Set Field Value

o         Set Trigger On = Entry

o         On the Parameters Section:

1.  Set Field = Preferred Location

2.  Put a checkmark on the Static Value radio button

3.  Assign the desired value in the Selection field

o         Click on Save

(Workaround for Enhancement 208238)